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Cap Table & Exit Waterfall Tool
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Financial model template to create a cap table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, … Read ›

Get Started with the Cap Table and Exit Waterfall Tool
  product overviews  ·  /learn/cap-table-overview

An overview of the free Cap Table and Exit Waterfall Tool. Read ›

How to create an option pool on a cap table
  product details  ·  /learn/cap-table-option-pool

An overview of the instructional tool about how to create and manage option pools in the Cap Table and Exit Waterfall Tool. Read ›

Standard Financial Model
$149 USD  ·    Download instantly ›

Five year financial model template for Excel or Google Sheets with prebuilt three statements - consolidated income statement, balance sheet, and state… Read ›

How to create an exit waterfall showing a distribution of proceeds
  product details  ·  /learn/cap-table-waterfall

An overview of the exit waterfall in the Cap Table and Exit Waterfall Tool. Read ›

How to convert convertible instruments and calculate share prices
  product details  ·  /learn/cap-table-conversion

An overview of the instructional tools about how to issue and convert convertible instruments using the Cap Table and Exit Waterfall Tool. Read ›

Venture Investor Model
$349 USD  ·    Download instantly ›

Financial model template to forecast investments, proceeds, cash flows, and performance metrics for a venture investment strategy up to a twenty year … Read ›

How to use the Venture Valuation Tool
  product details  ·  /learn/venture-valuation

An overview of the venture valuation tool in the free Cap Table and Exit Waterfall Tool. Read ›

Venture Portfolio Model
$249 USD  ·    Download instantly ›

Financial model template to track investments, proceeds, gains, writeoffs, and performance metrics for a portfolio of past and future venture investme… Read ›

Explaining Financial Statements
  finance basics  ·  /learn/financial-statements

Here's a detailed look at consolidated financial statements, how to understand them, and the role they play in financial projections. Read ›

Services & Consulting Module
$99 USD  ·    Download instantly ›

Five year financial model template to forecast projects, staffing, revenues, and cost of sales for professional services and consulting businesses. Co… Read ›

Ecommerce Module
$99 USD  ·    Download instantly ›

Five year financial model template to forecast sales, revenues, cost of sales, and (optionally) inventory levels for ecommerce, retail, and transactio… Read ›

SaaS Module
$99 USD  ·    Download instantly ›

Five year financial model template to forecast subscriptions, churn, bookings, billings, revenues, and cost of sales for SaaS and subscription-revenue… Read ›

Best Practices and Resources for Financial Modeling
  building a model  ·  /learn/best-practices

The best resources, templates, and posts about financial modeling and startups on the web. Read ›

Rolling existing investments into the Venture Investor Model
  product  ·  /learn/tracking-venture-angel-investments-template

Explaining how to use the Existing Investments sheet Read ›

Get Started with the Venture Portfolio Model
  product overviews  ·  /learn/venture-portfolio-overview

An overview of the Venture Portfolio Model, detailing how the sheets work and how to input the data about your portfolio. Read ›

Get Started with the Venture Investor Model
  product overviews  ·  /learn/venture-model-overview

An overview of the structure and assumptions in the Venture Investor Model. Read ›